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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,861 | $156,398-66.2% | $147,318-64.1% | $138,895-61.9% |
| Participation rate | 95.8% | 83.8%+12.1pp | 82.1%+13.8pp | 79.9%+15.9pp |
| Annual return | 16.96% | 78.75%-61.8pp | 70.43%-53.5pp | 145.39%-128.4pp |
| Employer contribution / active EE | $4,698 | $4,853-3.2% | $4,593+2.3% | $4,194+12.0% |
| Participant deferral / active EE | $9,985 | $8,237+21.2% | $7,906+26.3% | $6,396+56.1% |
| Admin fee / account holder | $4,120 | $14,976-72.5% | $13,708-69.9% | $12,562-67.2% |